Tpg Financial Advisors, LLC Portfolio Holdings
Tpg Financial Advisors, LLC
- $226 Million
- Q1 2025
Tpg Financial Advisors, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $226 Million distributed in 65 stocks.
Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $19.4M, Spdr Portfolio with a value of $18.3M, Spdr Portfolio S&P 500 Value E with a value of $17.8M, Ishares Barclays with a value of $13.9M, and Spdr Ser Tr Spdr Portfolio Int with a value of $11.5M.
Examining the 13F form we can see an decrease of $4.01M in the current position value, from $230M to 226M.
Below you can find more details about Tpg Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$226 Million
ETFs: $193 Million
Technology: $7.96 Million
Consumer Cyclical: $1.8 Million
Financial Services: $1.66 Million
Communication Services: $778,000
Industrials: $775,000
Consumer Defensive: $474,000
Energy: $203,000
Other: $0
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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